GRP
XJH icon

Global Retirement Partners’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Global Retirement Partners’s Portfolio XJH Stock Details XJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$128K Buy
+2,463
New +$122K ﹤0.01% 1885
2025
Q4 		$115K Sell
2,572
-569
-18% -$25.1K ﹤0.01% 1827
2025
Q3 		$138K Sell
3,141
-1,376
-30% -$59.3K ﹤0.01% 1363
2025
Q2 		$187K Buy
+4,517
New +$178K ﹤0.01% 1130
2024
Q4 		$131K Buy
3,124
+124
+4% +$5.36K ﹤0.01% 1144
2024
Q3 		$127K Buy
3,000
+1,803
+151% +$73.5K ﹤0.01% 1117
2024
Q2 		$47.4K Buy
1,197
+2
+0.2% +$79 ﹤0.01% 1567
2024
Q1 		$49.1K Buy
1,195
+3
+0.3% +$115 ﹤0.01% 1426
2023
Q4 		$43.8K Buy
1,192
+109
+10% +$3.75K ﹤0.01% 1431
2023
Q3 		$35.8K Buy
1,083
+4
+0.4% +$142 ﹤0.01% 1416
2023
Q2 		$38.4K Buy
1,079
+981
+1,001% +$33.1K ﹤0.01% 1398
2023
Q1 		$3.26K Sell
98
-15
-13% -$520 ﹤0.01% 2320
2022
Q4 		$3.71K Buy
+113
New +$3.7K ﹤0.01% 2123

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Global Retirement Partners's XJH Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares ESG Screened S&P Mid-Cap ETF (XJH) in Q2 2026: 2,463 shares worth $128K. The stake represents ﹤0.01% of the portfolio and ranks #1885 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XJH as recently as Q4 2025.

Global Retirement Partners first reported a position in XJH in Q4 2022 and has held it in 13 quarters since. The position peaked at $187K in Q2 2025. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Global Retirement Partners held 2,463 shares of iShares ESG Screened S&P Mid-Cap ETF worth $128K as of Q2 2026.
  • iShares ESG Screened S&P Mid-Cap ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares ESG Screened S&P Mid-Cap ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1885 holding.
  • Global Retirement Partners first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q4 2022 and has held it in 13 quarters since.
  • Global Retirement Partners's iShares ESG Screened S&P Mid-Cap ETF position peaked at $187K in Q2 2025.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.